SIMPLE Plan Sponsor Resource Center

Welcome to Fidelity’s SIMPLE Plan Sponsor Resource Center, where you can reference these helpful links to login and make contributions.

Continue

Cancel

Access your account

Getting Started

DST Fan Plan Sponsor site Log in Process

1:37

DST Fan Plan Sponsor site Contributions

1:46

Sponsor Resources

Flyer

FanPlan Flyer for SIMPLE IRA Plan Sponsors Flyer

Agreement

FA SIMPLE IRA FA Adoption Agreement

Form

FA SIMPLE IRA Company Profile Form Form

Form

FA SIMPLE IRA Plan Agreement Form

Employee Resources

Kit

FA SIMPLE IRA Application Kit

Form

FA SIMPLE IRA Contribution Allocation and Exchange Form Form

Form

FA SIMPLE IRA Designated Financial Institution (DFI) Transfer of Assets Election Form Form

Form

FA SIMPLE IRA Salary Reduction Agreement Form Form

Frequently Asked Questions

Learn more

1083508.1

Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice.

Fidelity does not provide legal or tax advice. Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information.

Have your client read it carefully. The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.